Report outlines FAIR Canada’s achievements
The investor advocacy group is working to ensure that securities regulation protects and meets the needs of all investors
- By: James Langton
- April 24, 2018 July 10, 2019
- 12:30
Latest news in Industry News
Client loyalty not leading to referrals
Clients say advisors are not engaging in all aspects of their financial lives
- By: James Langton
- April 23, 2018 October 30, 2019
- 14:45
Borealis AI expands lab network into Vancouver
Applications of computer vision are new to the financial services industry
- By: IE Staff
- April 23, 2018 June 1, 2019
- 10:31
Great-West Lifeco to expand in Ireland
GWL subsidiary Irish Life to acquire strategic investment in Invesco Ireland
- By: Leah Golob
- April 20, 2018 June 1, 2019
- 12:45
FPSC reports increase in public complaints
More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension
- By: James Langton
- April 20, 2018 June 1, 2019
- 10:15
Ottawa’s new privacy rules give businesses flexibility on data breach reporting
New regulations for the Personal Information Protection and Electronic Documents Act take effect Nov. 1
- By: David Paddon
- April 20, 2018 June 1, 2019
- 07:00
Enhanced advisor expertise key to investor satisfaction
Investors rated three characteristics of advisor education programs as particularly important
- By: James Langton
- April 19, 2018 June 1, 2019
- 16:30
Financial firms earn perfect score for LGBT diversity
Index identifies companies listed on the S&P/TSX composite index that promote diversity and inclusion
- By: Leah Golob
- April 19, 2018 June 1, 2019
- 15:45
Longevity beginning to change investor behavior
More high-net worth investors expect they will live to 100
- By: James Langton
- April 19, 2018 June 1, 2019
- 11:30
Slideshow: Regulators’ ratings in the past decade
While some of the regulators have seen their ratings remain stable, others have had wild swings in theirs
- By: Fiona Collie
- April 19, 2018 June 1, 2019
- 10:30
WCM honours 16 corporate leaders
Champions selected for advancing progress in gender diversity
- By: Leah Golob
- April 18, 2018 October 11, 2019
- 15:55
Tax preparers join together to promote innovation
TFEC will help to improve collaboration between the CRA and the tax preparation and software industry
- April 18, 2018 April 6, 2019
- 10:45
Public Policy Forum and TD Bank announce job research partnership
PPF will conduct research to explore how Canadians can adapt and thrive as the nature of work evolves
- By: Leah Golob
- April 17, 2018 April 6, 2019
- 10:45
Manulife joins CAFII
The insurance giant becomes the first of the Big Three life insurers to join the association, which represents the insurance arms of Canada’s major banks…
- By: Megan Harman
- April 16, 2018 April 6, 2019
- 11:00
RCMP conducts searches in syndicated mortgages probe
Six searches carried out in the Greater Toronto Area
- By: The Canadian Press
- April 13, 2018 April 6, 2019
- 15:40
Cryptogiving.ca matches digital currency donors with charities
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
- By: Leah Golob
- April 13, 2018 October 31, 2019
- 11:15
OBSI seeking comment on revised terms of reference
The revisions have been reviewed by regulators and provisionally approved by OBSI’s board
- By: James Langton
- April 13, 2018 April 6, 2019
- 10:50
SIFMA releases data aggregation principles
The goal is to help clients better protect their data
- By: James Langton
- April 12, 2018 April 6, 2019
- 16:00
Feds fund TFSA’s ASPIRE program
The program’s goal is to address the upcoming labour shortage in the financial services industry
- By: Leah Golob
- April 12, 2018 April 6, 2019
- 13:45
Scotiabank deal to sell Malaysian unit called off
The bank is reviewing its strategic options for its Malaysia franchise
- By: The Canadian Press
- April 12, 2018 April 6, 2019
- 10:15
Jim Ruta to join forces with Norm Trainor
Both advisor coaches will merge their consulting businesses into Trainor’s firm, The Covenant Group
- By: Megan Harman
- April 11, 2018 April 6, 2019
- 16:15
IFSE Institute introduces career tool
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
- By: Leah Golob
- April 11, 2018 October 30, 2019
- 15:15
Equisoft acquires Kronos Technologies
Kronos is best known for its investment and insurance customer relationship management application and a financial needs analysis tool
- By: Leah Golob
- April 11, 2018 April 6, 2019
- 12:50
Scotiabank CEO concerned over Trans Mountain fate, Canadian competitiveness
The bank is investing $250 million over the next decade to help its employees adapt to the digital economy
- By: Armina Ligaya
- April 10, 2018 April 6, 2019
- 17:15
IA purchases B.C. MGA
ABEX Brokerage Services and ABEX National Brokerage will be integrated in PPI, a new subsidiary that IA acquired six weeks ago
- By: Megan Harman
- April 10, 2018 April 6, 2019
- 16:45